SeaCrest Wealth Management’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,430
Closed -$23K 1381
2022
Q2
$23K Buy
+1,430
New +$23K ﹤0.01% 1437
2019
Q2
Sell
-3,000
Closed -$25K 1651
2019
Q1
$25K Sell
3,000
-12,305
-80% -$103K ﹤0.01% 1198
2018
Q4
$148K Buy
15,305
+1,725
+13% +$16.7K 0.03% 523
2018
Q3
$165K Sell
13,580
-2,250
-14% -$27.3K 0.03% 574
2018
Q2
$162K Sell
15,830
-8,500
-35% -$87K 0.03% 566
2018
Q1
$235K Buy
24,330
+1,250
+5% +$12.1K 0.04% 437
2017
Q4
$207K Buy
+23,080
New +$207K 0.04% 478